Retirewise Cfp

Asset Harvest Group, LLC, operating as Retire Wise CFP, is a registered investment adviser based in Tysons Corner, Virginia, established in 2008. The firm specializes in financial planning, consulting, and investment management services. They offer a broad range of financial planning services, including retirement, tax, estate, insurance, and college planning. Clients have discretion over their investments, with the firm managing portfolios on a discretionary or non-discretionary basis. Asset Harvest Group charges fixed fees for financial planning services, ranging from $1,500 to $20,000, and investment management fees based on assets under management, with rates starting at 1.00%. The firm recently filed for SEC registration due to exceeding $100 million in assets under management. They may engage third-party solicitors but ensure clients referred by them do not incur higher fees. The firm does not provide performance-based fees and offers services to various client types, including individuals, trusts, and corporations. Asset Harvest Group employs fundamental analysis for securities and offers long-term investment strategies based on Modern Portfolio Theory. Clients are advised on risks associated with investments, including market, volatility, interest rate, and business risks. The firm recommends utilizing National Financial Services LLC and Fidelity Brokerage Services LLC for client transactions. Clients receive regular account statements and reports, and the firm has custody of client funds with qualified custodians. Asset Harvest Group exercises investment discretion and does not vote client securities. The firm has no disciplinary events and does not require prepayment of fees or have financial conditions that may impair client commitments.